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Levin Law, PLLC

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Levin Law, PLLC

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CASE INVESTIGATION

MUTUAL FUNDS

Case Investigation

Levin Law is investigating potential legal claims on behalf of investors in several mutual funds listed below.

Fee Calculation Investigated

The investigation concerns aspects of the mutual fund companies’ fee calculation for certain funds. Mutual fund companies owe a fiduciary duty to their respective investors to accurately disclose and calculate all fees they charge.

Recent Purchases

Individuals who purchased any of the  mutual funds listed below within the past three (3) years may be eligible to participate. For the purpose of the case investigation, purchases of mutual fund shares do NOT include “re-investment” of dividends. Only actual purchases of new mutual fund shares are being examined.

The Mutual Funds

MISC FUNDS 

· First Eagle Global Fund (SGENX, FESGX)

· Parnassus Core Equity Fund (PRBLX  PRILX)

· Principal MidCap Fund (PEMGX PMBCX)


DODGE & COX FUNDS

· Dodge & Cox Stock Fund (DODGX, DOXGX)


JP MORGAN FUNDS

·  JPMorgan Large Cap Growth (OLGAX, OLGCX, SEEGX)

·  JPMorgan Equity Income (OIEIX, OINCX, HLIEX)

·  JPMorgan Equity Index (OGEAX, OEICX, HLEIX)

·  JPMorgan U.S. Equity Fund (JUEAX, JUECX, JUESX)

·  JPMorgan Hedged Equity Fund (JHQAX, JHQCX, JHEQX)

·  JPMorgan Value Advantage (JVAAX, JVACX, JVASX)


BLACKROCK FUNDS

· iShares S&P 500 Index Fund (BSPAX BSPIX BSPSX WFSPX BSPPX BSPGX)- 

· iShares MSCI EAFE International Index (BTMKX MDIIX MAIIX BTMGX BTMPX) 

· BlackRock Equity Dividend (MCDVX MDDVX)

· BlackRock Health Sciences Opportunities Fund (SHSAX SHSCX BHSRX SHSSX SHISX) 


FIDELITY FUNDS

· Fidelity Blue Chip Growth Fund (FBCCX FBCHX FBCJX FBCFX FBGKX) 

· Fidelity Growth Company Fund (FDGRX FGCKX FGRFX)


PUTNAM FUNDS

· Putnam Large Cap Value (PEYAX PEQCX PEQRX PEIYX)

· Putnam Large Cap Growth (POGAX POGCX PGOMX PGOYX)


COLUMBIA FUNDS

· Columbia Dividend Income  (LBSAX LBSCX CDVIX, CDIRX CDDRX CDDYX)

· Columbia Contrarian Core  (LCCAX LCCCX CCCIX CCCRX COFRX COFYX)

· Columbia Seligman Technology & Information Fund (SLMCX SCICX SCIRX SCIFX SCMIX)


VANGUARD FUNDS

· Vanguard Total Stock Market Index Fund (VTSAX)

· Vanguard 500 Index Fund (VFIAX, VFINX)

Find Out If You Qualify

Complete the Form below and securely upload your account purchase transactions to find out if you are eligible to participate.

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About Levin Law, PLLC

A Legacy of Success

With a proven track record of success spanning 30+ years, Levin Law and our co-counsel  have recovered on behalf of thousands of jointly represented clients. We'd be pleased to provide a description of representative cases and recent results upon request.

Top Rated

Levin has been named a “Top Rated Lawyer” year after year, a distinction created by Martindale-Hubbell® and has been rated AV® Preeminent, the highest standard awarded to attorneys who are ranked at the top level of professional excellence for their legal expertise and ethical standards by their peers. Levin has been selected to the National Trial Lawyers Top 100.

On Your Side

Since its founding, Levin Law has been exclusively devoted to the rights of employees, investors, consumers and other victims of fraud in their pursuit of Justice and Accountability. The firm does not represent large corporations or insurance companies. Defendants who have been the subject of our efforts are among the largest international employers and corporate giants.

Pay Nothing Unless You Win

Levin Law represents clients on a contingency fee arrangement, which means we earn a fee only if we recover for our clients. In fact, our clients pay nothing if the case does not settle or reach a favorable verdict. Attorney fees and expenses are paid only from a recovery in the case.

Contact US

Use of this site does not create an attorney-client relationship. Levin Law, PLLC represents clients nationwide; however, we do not represent clients in certain states and our representation may be limited to federal practice in others. We assume joint responsibility for cases with co-counsel and associate with local counsel where required and/or our clients' best interests dictate such an arrangement.


2000 West Loop South  |  Suite 2200  |  Houston, Texas 77027  |  (888) 935-2929  

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